Ssa Swiss Advisors AG

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Ssa Swiss Advisors AG reported 118 stock positions worth $207.5 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 4.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.5%) and SPDR Gold Shares (GLD, 3.5%). Compared with Q1 2025, it opened 14 new positions, sold out of 17, added to 23 and reduced 57. The biggest buy was State Street SPDR Euro Stoxx (FEZ, shares +170%) and the biggest sale an exit from Ambev SA-ADR (ABEV).

Most Recent 13F
Q2 2026
Location
ZURICH, V8
CIK
0002066265
Portfolio Value
$207.5M (Q2 2025)
SEC Filing
0002066265-25-000002 ↗ filed Jul 31, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2025: $195.3M Q1 2025 Q2 2025: $207.5M $207.5M Q2 2025 Q3 2025: $215.2M Q3 2025 Q4 2025: $214.6M Q4 2025 Q1 2026: $215.6M Q1 2026 Q2 2026: $266.5M Q2 2026

Holdings 118 stocks · $207.5M
RSP Invesco S&P 500 Equal Weight 4.74% 52,680 $9.8M Reduce -12.9%
SPY SS SPDR S&P 500 ETF Trust-US 3.54% 11,629 $7.3M Reduce -28.3%
GLD SPDR Gold Shares 3.52% 23,347 $7.3M Reduce -3.1%
TIP iShares Tips Bond ETF 3.28% 61,999 $6.8M Reduce -3.3%
EWL iShares MSCI Switzerland ETF 3.28% 122,263 $6.8M Reduce -16.8%
FEZ State Street SPDR Euro Stoxx 3.04% 105,030 $6.3M Add +170.2%
NVDA Nvidia Corp. 2.45% 29,969 $5.1M Add +41.3%
TSM Taiwan Semiconductor-SP ADR 2.35% 20,500 $4.9M Add +40.4%
IEF iShares 7-10 Year Treasury B 2.32% 50,844 $4.8M Add +32.0%
AMAT Applied Materials Inc. 2.24% 24,902 $4.7M Add +38.8%
ORCL Oracle Corp. 2.20% 18,865 $4.6M No change
MSFT Microsoft Corp. 2.16% 8,898 $4.5M Add +19.9%
AMZN Amazon.com Inc. 2.15% 19,589 $4.5M Add +50.0%
GOOGL Alphabet Inc. Class A 2.06% 22,545 $4.3M Add +2.8%
NVO Novo-Nordisk A/S-Spons ADR 2.01% 59,901 $4.2M Add +27.3%
AAPL Apple Inc. 1.96% 19,083 $4.1M Add +5.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 1.96% 37,393 $4.1M Reduce -2.3%
VOO Vanguard S&P 500 ETF 1.87% 6,700 $3.9M Reduce -26.1%
NKE Nike Inc. Class B 1.83% 49,306 $3.8M Add +17.8%
V Visa Inc. Class A 1.82% 10,689 $3.8M Reduce -12.8%
ADBE Adobe Inc. 1.74% 9,706 $3.6M New
BLK BlackRock Inc. 1.66% 3,150 $3.5M Reduce -2.5%
BNP PARIBAS (BNP 0 12/21/26 EMTb) 1.62% 3,403,000 $3.4M New
B Barrick Mining Corp. 1.62% 154,200 $3.4M New
META Meta Platforms Inc. Class A 1.61% 4,695 $3.3M Reduce -4.2%
VCSH Vanguard S/T Corp. Bond ETF 1.60% 41,746 $3.3M Reduce -0.1%
LLY Eli Lilly & Co. 1.57% 4,100 $3.3M New
PDD PDD Holdings Inc. 1.57% 27,445 $3.3M New
QCOM Qualcomm Inc. 1.55% 20,277 $3.2M Add +4.4%
PFE Pfizer Inc. 1.54% 126,369 $3.2M Add +13.4%
MRK Merck & Co. Inc. 1.53% 38,025 $3.2M Add +23.3%
FTNT Fortinet Inc. 1.49% 28,710 $3.1M Reduce -10.3%
RIO Rio Tinto PLC-Spon ADR 1.48% 48,382 $3.1M Reduce -6.2%
FISV Fiserv Inc. 1.47% 18,295 $3.0M New
MA Mastercard Inc. Class A 1.43% 5,260 $3.0M Reduce -10.5%
NFLX Netflix Inc. 1.41% 2,487 $2.9M Reduce -29.2%
IDV iShares International Select 1.39% 80,218 $2.9M Add +2595.5%
BBVA GLOBAL SEC BV (BBVASM 0 08/27/26 0008) filed as BBVASM 1.38% 2,869,000 $2.9M New
MDY State Street SPDR S&P Midcap 1.37% 4,867 $2.8M Reduce -46.1%
SNY Sanofi-ADR 1.35% 56,555 $2.8M Reduce -12.7%
ABT Abbott Laboratories 1.35% 22,541 $2.8M Reduce -14.6%
ZTS Zoetis Inc. 1.32% 17,932 $2.7M Reduce -3.8%
EEMA iShares MSCI Emerg MRKT Asia 1.27% 30,763 $2.6M Add +11.1%
SPSB SS SPDR P St C Corp. ETF 1.22% 84,041 $2.5M Reduce -24.7%
FSZ First Trust Switzerland 1.03% 26,375 $2.1M Reduce -26.6%
EMB iShares JP Morgan Usd Emergi 0.92% 20,556 $1.9M Add +20.8%
EWJ iShares MSCI Japan ETF 0.91% 25,227 $1.9M Reduce -5.5%
ILF iShares Latin America 40 ETF 0.89% 72,800 $1.8M New
SHY iShares 1-3 Year Treasury Bo 0.83% 20,832 $1.7M Add +4.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.81% 34,770 $1.7M Reduce -1.4%
PZA Invesco National Amt-Free Mu 0.73% 68,570 $1.5M Reduce -1.4%
EZU iShares MSCI Eurozone ETF 0.67% 22,989 $1.4M Reduce -0.1%
BAB Invesco Taxable Municipal Bo 0.57% 45,186 $1.2M Reduce -8.5%
FLSW Franklin Ftse Switzerland 0.54% 28,820 $1.1M Add +2.6%
GVI iShares Intermediate Governm 0.46% 8,911 $949K Add +15.3%
QQQ Invesco QQQ Trust Series 1 0.44% 1,613 $907K Reduce -5.0%
IXC iShares Global Energy ETF 0.41% 21,220 $849K Reduce -1.6%
PG The Procter & Gamble Co. 0.34% 4,504 $713K Reduce -14.7%
JNJ Johnson & Johnson 0.31% 3,765 $634K Reduce -85.2%
XLV SS Health Care Select Sector 0.27% 4,170 $566K Reduce -4.2%
ACWI iShares MSCI Acwi ETF 0.20% 3,155 $415K Reduce -24.7%
AGG iShares Core U.S. Aggregate 0.18% 3,793 $373K Reduce -22.1%
IAU iShares Gold Trust 0.18% 5,774 $369K Reduce -17.3%
GDX Vaneck Gold Miners ETF 0.17% 6,685 $360K Reduce -50.6%
VGK Vanguard Ftse Europe ETF 0.17% 4,450 $354K Add +5.2%
VEU Vanguard Ftse All-World Ex-U 0.16% 4,760 $329K No change
IWM iShares Russell 2000 ETF 0.15% 1,410 $320K Reduce -26.4%
IVV iShares Core S&P 500 ETF 0.15% 495 $313K Reduce -13.9%
IEI iShares 3-7 Year Treasury Bo 0.12% 2,154 $255K Reduce -16.2%
DPST Dirx DLY RGNL BNK B3X ETF-Ui 0.10% 1,993 $206K No change
AOM iShares Core 40/60 Moderate 0.10% 4,433 $204K Reduce -93.8%
VTI VG Morningstar TS MKT ETF-US 0.09% 611 $189K No change
SMCY YM Smci Opt Income Strat ETF 0.08% 8,165 $171K New
OIH Vaneck Oil Services ETF 0.08% 661 $166K Reduce -51.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.07% 2,799 $154K New
XLE SS Energy Select Sector 0.07% 1,775 $154K Reduce -15.4%
JEPI JPMorgan Equity Premium Inco 0.07% 2,659 $152K New
XLP SS Consumer Staples Sel Sect 0.07% 1,800 $147K No change
HACK Amplify Cybersecurity ETF 0.07% 1,710 $147K Reduce -50.6%
CWB SS SPDR BB Conv Sec ETF 0.07% 1,697 $145K No change
IEV iShares Europe ETF 0.06% 1,872 $121K Reduce -76.2%
URNM Sprott Uranium Miners ETF 0.05% 2,200 $110K Reduce -50.7%
GOOG Alphabet Inc. Class C 0.05% 560 $108K No change
TMF Dir DLY 20+YR TR BL3X ETF-Ui 0.05% 2,930 $107K No change
MCD McDonald's Corp. 0.05% 350 $104K Reduce -37.5%
TIDAL TRUST II 0.05% 4,801 $101K New
QYLD Global X Nasd 100 Cov Call 0.05% 6,031 $101K New
EPR Epr Properties filed as EPR PPTYS 0.05% 1,645 $96K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.05% 1,500 $95K Reduce -53.6%
IEUS iShares MSCI Europe Small-Ca 0.04% 1,332 $92K Reduce -69.1%
EFA iShares MSCI Eafe ETF 0.04% 850 $78K Reduce -53.5%
EWI iShares MSCI Italy ETF 0.04% 1,544 $77K Reduce -57.0%
EWU iShares MSCI United Kingdom 0.04% 1,869 $76K Reduce -43.8%
DRN Dir DLY Re Es Bul 3X ETF-Usd 0.04% 7,280 $76K No change
EWP iShares MSCI Spain ETF 0.04% 1,677 $76K Reduce -59.4%
EUAD Select Stoxx Eur Aer DE ETF 0.04% 1,746 $76K New
STWD Starwood Property Trust Inc. 0.04% 3,760 $75K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 1,800 $75K No change
SPEU State Street SPDR Portfolio 0.04% 1,500 $75K No change
XOM Exxon Mobil Corp. 0.03% 650 $71K Reduce -50.6%
EWT iShares MSCI Taiwan ETF 0.03% 1,171 $70K No change
INDA iShares MSCI India ETF 0.03% 1,221 $67K No change
BBCA JPMorgan Betabuilders Canada 0.03% 776 $64K No change
JFLEX Janus Hndrsn Flex BND-I 0.03% 6,772 $63K Add +2.0%
DODIX Dodge & Cox Income-I 0.03% 4,351 $55K Add +2.2%
MTRAF Metro Inc. 0.03% 710 $54K Reduce -50.7%
XLK SS Technology Select Sector 0.02% 194 $50K No change
CSTNL iShares Core S&P 500 filed as BLACKROCK, INC. 0.02% 65 $44K Reduce -58.1%
KD Kyndryl Holdings Inc. 0.02% 1,015 $40K No change
IIPR Innovative Industrial Proper 0.02% 605 $33K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.02% 111 $31K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.01% 870 $31K Reduce -51.1%
EEM iShares MSCI Emerging Market 0.01% 520 $26K No change
GILD Gilead Sciences Inc. 0.01% 210 $23K No change
NVS Novartis AG-Sponsored ADR 0.01% 158 $18K No change
RSPT Invesco S&P 500 Equal Weight 0.01% 350 $15K No change
SDY SS SPDR S&P Dividend ETF 0.00% 50 $7K Reduce -83.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.00% 1 $43 Reduce -100.0%

Portfolio Sells Q1 2025 → Q2 2025
ABEV Ambev SA-ADR Sold out 0.00% −1.94
JNJ Johnson & Johnson Reduce -85.2% 0.31% −1.86
DE Deere & Co. Sold out 0.00% −1.85
MNST Monster Beverage Corp. Sold out 0.00% −1.78
AOM iShares Core 40/60 Moderate Reduce -93.8% 0.10% −1.49
CVS CVS Health Corp. Sold out 0.00% −1.47
IFRA iShares US Infrastructure Sold out 0.00% −1.24
SPY SS SPDR S&P 500 ETF Trust-US Reduce -28.3% 3.54% −1.11
MDY State Street SPDR S&P Midcap Reduce -46.1% 1.37% −1.09
IGSB iShares 1-5Y Inv Grade Corp. Sold out 0.00% −1.08
RSP Invesco S&P 500 Equal Weight Reduce -12.9% 4.74% −0.63
EWL iShares MSCI Switzerland ETF Reduce -16.8% 3.28% −0.61
USHY iShares Broad Usd High Yield Sold out 0.00% −0.56
VOO Vanguard S&P 500 ETF Reduce -26.1% 1.87% −0.52
SPSB SS SPDR P St C Corp. ETF Reduce -24.7% 1.22% −0.50
SHYG iShares 0-5 YR HY Corp. Bond Reduce -100.0% 0.00% −0.47
MUB iShares National Muni Bond E Sold out 0.00% −0.46
ABT Abbott Laboratories Reduce -14.6% 1.35% −0.40
SNY Sanofi-ADR Reduce -12.7% 1.35% −0.39
V Visa Inc. Class A Reduce -12.8% 1.82% −0.37
TIP iShares Tips Bond ETF Reduce -3.3% 3.28% −0.37
NFLX Netflix Inc. Reduce -29.2% 1.41% −0.27
ZTS Zoetis Inc. Reduce -3.8% 1.32% −0.23
MA Mastercard Inc. Class A Reduce -10.5% 1.43% −0.22
FSZ First Trust Switzerland Reduce -26.6% 1.03% −0.22
IEV iShares Europe ETF Reduce -76.2% 0.06% −0.18
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.3% 1.96% −0.17
RIO Rio Tinto PLC-Spon ADR Reduce -6.2% 1.48% −0.16
GDX Vaneck Gold Miners ETF Reduce -50.6% 0.17% −0.15
IYR iShares US Real Estate ETF Sold out 0.00% −0.12
PG The Procter & Gamble Co. Reduce -14.7% 0.34% −0.12
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.11
OIH Vaneck Oil Services ETF Reduce -51.1% 0.08% −0.10
BAB Invesco Taxable Municipal Bo Reduce -8.5% 0.57% −0.10
PZA Invesco National Amt-Free Mu Reduce -1.4% 0.73% −0.10
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 1.60% −0.09
IEUS iShares MSCI Europe Small-Ca Reduce -69.1% 0.04% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.4% 0.81% −0.08
FTNT Fortinet Inc. Reduce -10.3% 1.49% −0.08
AGG iShares Core U.S. Aggregate Reduce -22.1% 0.18% −0.07
HACK Amplify Cybersecurity ETF Reduce -50.6% 0.07% −0.06
IXC iShares Global Energy ETF Reduce -1.6% 0.41% −0.06
XLV SS Health Care Select Sector Reduce -4.2% 0.27% −0.05
ACWI iShares MSCI Acwi ETF Reduce -24.7% 0.20% −0.05
XOM Exxon Mobil Corp. Reduce -50.6% 0.03% −0.05
EWP iShares MSCI Spain ETF Reduce -59.4% 0.04% −0.04
IWM iShares Russell 2000 ETF Reduce -26.4% 0.15% −0.04
EWI iShares MSCI Italy ETF Reduce -57.0% 0.04% −0.04
MCD McDonald's Corp. Reduce -37.5% 0.05% −0.04
ROBO Robo Global Robotics and Aut Reduce -53.6% 0.05% −0.04

Portfolio Buys Q1 2025 → Q2 2025
FEZ State Street SPDR Euro Stoxx Add +170.2% 3.04% +1.96
ADBE Adobe Inc. New 1.74% +1.74
BNP PARIBAS (BNP 0 12/21/26 EMTb) New 1.62% +1.62
B Barrick Mining Corp. New 1.62% +1.62
LLY Eli Lilly & Co. New 1.57% +1.57
PDD PDD Holdings Inc. New 1.57% +1.57
FISV Fiserv Inc. New 1.47% +1.47
BBVA GLOBAL SEC BV (BBVASM 0 08/27/26 0008) New 1.38% +1.38
IDV iShares International Select Add +2595.5% 1.39% +1.34
NVDA Nvidia Corp. Add +41.3% 2.45% +1.27
TSM Taiwan Semiconductor-SP ADR Add +40.4% 2.35% +1.12
AMAT Applied Materials Inc. Add +38.8% 2.24% +0.91
ILF iShares Latin America 40 ETF New 0.89% +0.89
AMZN Amazon.com Inc. Add +50.0% 2.15% +0.88
MSFT Microsoft Corp. Add +19.9% 2.16% +0.74
NKE Nike Inc. Class B Add +17.8% 1.83% +0.46
IEF iShares 7-10 Year Treasury B Add +32.0% 2.32% +0.44
NVO Novo-Nordisk A/S-Spons ADR Add +27.3% 2.01% +0.33
GOOGL Alphabet Inc. Class A Add +2.8% 2.06% +0.32
EEMA iShares MSCI Emerg MRKT Asia Add +11.1% 1.27% +0.22
EMB iShares JP Morgan Usd Emergi Add +20.8% 0.92% +0.13
MRK Merck & Co. Inc. Add +23.3% 1.53% +0.12
PFE Pfizer Inc. Add +13.4% 1.54% +0.09
SMCY YM Smci Opt Income Strat ETF New 0.08% +0.08
JEPQ JPM Nasdaq Equity Premium New 0.07% +0.07
JEPI JPMorgan Equity Premium Inco New 0.07% +0.07
TIDAL TRUST II New 0.05% +0.05
QYLD Global X Nasd 100 Cov Call New 0.05% +0.05
GVI iShares Intermediate Governm Add +15.3% 0.46% +0.04
EUAD Select Stoxx Eur Aer DE ETF New 0.04% +0.04
QCOM Qualcomm Inc. Add +4.4% 1.55% +0.03
FLSW Franklin Ftse Switzerland Add +2.6% 0.54% +0.03
VGK Vanguard Ftse Europe ETF Add +5.2% 0.17% +0.02
DODIX Dodge & Cox Income-I Add +2.2% 0.03% −0.00
JFLEX Janus Hndrsn Flex BND-I Add +2.0% 0.03% −0.00
SHY iShares 1-3 Year Treasury Bo Add +4.3% 0.83% −0.02
AAPL Apple Inc. Add +5.4% 1.96% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$266.5MAMAT, RSP, GLD, SPY, FEZ
Q1 2026 94$215.6MRSP, EWL, FEZ, SPY, AMAT
Q4 2025 102$214.6MRSP, GLD, SPY, B, EWL
Q3 2025 110$215.2MRSP, GLD, SPY, FEZ, EWL
Q2 2025 118$207.5MRSP, SPY, GLD, TIP, EWL
Q1 2025 121$195.3MRSP, SPY, EWL, TIP, GLD